We are live on ! Find out more
QQQ icon

Invesco QQQ Trust

2,533 hedge funds and large institutions have $83.3B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 174 funds opening new positions, 1,079 increasing their positions, 911 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 138

18% more repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 911

0% more funds holding

Funds holding: 2,5312,533 (+2)

4% less capital invested

Capital invested by funds: $87.1B → $83.3B (-$3.81B)

1.64% less ownership

Funds ownership: 43.86%42.22% (-1.6%)

4% less funds holding in top 10

Funds holding in top 10: 579556 (-23)

43% less call options, than puts

Call options by funds: $130B | Put options by funds: $229B

Holders
2,533
Holders Change
+2
Holders Change %
+0.08%
% of All Funds
40.19%
Holding in Top 10
556
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-3.97%
% of All Funds
8.82%
New
174
Increased
1,079
Reduced
911
Closed
138
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2351
Ledge Wealth Management
Minnesota
$230K
TFA
2352
Triad Financial Advisors
North Carolina
$230K
CSC
2353
Caldwell Sutter Capital
California
$230K -$1.11K -3 -0.5%
HFM
2354
Harvest Fund Management
China
$227K
BA
2355
Baugh & Associates
Georgia
$226K -$371 -1 -0.2%
GCP
2356
GSA Capital Partners
United Kingdom
$226K +$234K +631 New
MMA
2357
Mizuho Markets Americas
New York
$225K +$233K +629 New
AW
2358
Avion Wealth
Texas
$225K
SFS
2359
Shaker Financial Services
Virginia
$225K
HCA
2360
Horan Capital Advisors
Ohio
$224K
PIAS
2361
PCA Investment Advisory Services
Ohio
$224K +$371 +1 +0.2%
UFF
2362
USA Financial Formulas
Michigan
$223K -$64.9K -175 -22%
SNB
2363
Security National Bank
Nebraska
$222K
FA
2364
Fagan Associates
New York
$222K
FA
2365
FDx Advisors
Illinois
$222K +$25.2K +68 +12%
PA
2366
Parkside Advisors
California
$222K +$371 +1 +0.2%
FWA
2367
FOCUS Wealth Advisors
Texas
$220K
MWM
2368
Marion Wealth Management
Pennsylvania
$220K
WA
2369
WealthTrust Axiom
Pennsylvania
$220K +$18.5K +50 +9%
HCM
2370
Highlander Capital Management
New Jersey
$219K +$108K +290 +91%
BFM
2371
Broadview Financial Management
Wisconsin
$219K +$371 +1 +0.2%
APC
2372
Asset Planning Corporation
Tennessee
$219K -$5.56K -15 -2%
HFS
2373
Heritage Financial Services
Massachusetts
$218K -$41.5K -112 -16%
TNB
2374
Thomasville National Bank
Georgia
$218K -$10.4K -28 -4%
SDH
2375
Sloy Dahl & Holst
Washington
$217K

QQQ Hedge Fund Activity: Q3 2023 in Review

2,533 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q3 2023, worth a combined $83.3B — down 4.4% from $87.1B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new QQQ positions and 138 closed out — a net gain of 36 holders — while 1,079 added to existing stakes and 911 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.12B. The largest seller was Rokos Capital Management (UK), cutting an estimated $2.71B.

  • 2,533 institutional investors held Invesco QQQ Trust (QQQ) as of Q3 2023, up from 2,531 in Q2 2023.
  • Funds reported $83.3B of Invesco QQQ Trust stock for Q3 2023, down 4.4% quarter-over-quarter.
  • 174 funds opened new Invesco QQQ Trust positions in Q3 2023 and 138 closed out, a net change of +36 holders.
  • The largest Invesco QQQ Trust buyer in Q3 2023 was Susquehanna International Group, an estimated $2.12B added.
  • The largest Invesco QQQ Trust seller in Q3 2023 was Rokos Capital Management (UK), an estimated $2.71B sold.

Based on aggregated 13F filings for Q3 2023.